See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,913 | $150,440-69.5% | $136,294-66.3% | $147,584-68.9% |
| Participation rate | 35.3% | 84.4%-49.1pp | 81.9%-46.6pp | 82.8%-47.5pp |
| Annual return | 11.35% | 1049.08%-1037.7pp | 5155.94%-5144.6pp | 578.55%-567.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,165 | $6,630-82.4% | $6,247-81.4% | $5,439-78.6% |
| Admin fee / account holder | $166 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |